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October 15, 2021
Question

Can any of you help me create a list of donors from 01/01/2020 through 10/15/2021 with their addresses?

  • October 15, 2021
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1 reply

October 15, 2021

I'll make sure you get the data you need in QuickBooks Online (QBO), @darylpoppen.

 

You can run reports to show your donor's transactions and addresses for a specific period. In QBO, you can run the Donor Contact List report to create a list of donors' addresses. However, since you want to include donors' transactions (sales) from 01/01/2020 through 10/15/2021, I'd recommend pulling up the Transaction List by Donor report instead. This report groups transactions by donor's name, so you can see all activity related to each of them.

 

Let me show you how: 

 

  1. Go to the Reports menu.
  2. In the Search box, enter Transaction List by Donor
  3. Click the Customize button. 
  4. Change the Report period from 01/01/2020 through 10/15/2021. 
  5. Select Rows/Columns.
  6. On the Customize report window, check the Billing AddressShipping Address, and Location (if the location tracking is turned on in the Settings). 
  7. Select Run Report

 

For additional customization details of the QBO reports, here are some helpful articles you can check out:   

 

 

Also, you'll have the option to export reports to Excel and edit the data you need. To know more about this, you can refer to this article: Export your reports to Excel from QuickBooks Online.

 

Please let me know if there's anything else that I can help with your reports, and managing donor transactions in QBO. I'm always here to assist. Have a wonderful day, @darylpoppen.